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yes, if you look across, you'll find that caterpillar, names like that, volatility is on the low end. so you look over other names, you're going to find higher volume tilts. don't be fooled by this whole thing. if you have a brought portfolio, you're buying protects right now. if you're in specific names, you have to analyze exactly where they are in charts. and the implied volume tilts. >> the real question is, where is the money coming from? is it out of bonds and into stocks? because that can have a whole different mean for where this market may go. >> first of all, this is etf flows. those tend to be institutional. >> and it's all. mutual funds, etfs, it is money coming into equity-related funds. >> but if you were to categorizes it and then say, okay. mutual funds themselves, you're actually seeing continued outflow out of equity mutual funds, so collect ifrly yes, this is money going into equities. >> not true according to bank of america. >> i will tell you, i work for a mutual fund company, i see the daily flows. there is ten consecutive weeks of mutual funds outflows. that's
yes, if you look across, you'll find that caterpillar, names like that, volatility is on the low end. so you look over other names, you're going to find higher volume tilts. don't be fooled by this whole thing. if you have a brought portfolio, you're buying protects right now. if you're in specific names, you have to analyze exactly where they are in charts. and the implied volume tilts. >> the real question is, where is the money coming from? is it out of bonds and into stocks? because...
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Jan 11, 2013
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i think caterpillar is the next you hear about. >> chevron, mid-quarter update. >> they're gist wild. this time it was better than expected. chevron i would continue. >> pg. >> bill acton is in this thing at a better level. if they break it up, they don't want to do that. >> citi says buy bud. they don't mean the drink, maybe they do. >> i continue to believe that bud is an inexpensive stock. it's working. >> goldman. >> this is one where people are playing the flu play. they say be careful, that's a one-time-only thing. doctors said they'll start proveng which is the miracle drug for prostate cancer. this is the gainer. >> how about tonight? >> we've got the super bowl on stocks. matching the best dow stock we like, bank of america, versus the best s&p 500. cast your vote @jim cramer on twitter. >> baltimore and ravens? >> i think the broncos take it, all right? i think what people don't recognize is there's ray lewis, and peyton manning. one is on the defense and one is the quarterback we love. >> great game, no matter what. >> it will be a great game. >> see you monday. >> thanks,
i think caterpillar is the next you hear about. >> chevron, mid-quarter update. >> they're gist wild. this time it was better than expected. chevron i would continue. >> pg. >> bill acton is in this thing at a better level. if they break it up, they don't want to do that. >> citi says buy bud. they don't mean the drink, maybe they do. >> i continue to believe that bud is an inexpensive stock. it's working. >> goldman. >> this is one where people...
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Jan 11, 2013
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mcdonald's will do well, but caterpillar's having trouble in china because the economy there is faltering. you see companies like general electric bringing back manufacturing to the u.s. because they know there is a problem there. chinese companies are manufacturing, i mean, are investing around the world because they don't have the opportunities at home. that should be a real signal to us. cheryl: but, gordon, do you think -- >> cheryl -- cheryl: agree or disagree, please. >> i want to take issue with what gordon said, especially with respect to the new incoming president of china, ping. gordon dismissed him as someone who would follow the dictates of the communism party as it is now. actually, he positioned himself as reformer op economic and political issues. you have to remember that he was a victim of the cultural revolution in china. he and his generation. he was sent down to the countryside for five or six years doing back breaking labor. he's experienced firsthand the human rights abuses that have been carried out in the name of the communism party in china. we have a very clear w
mcdonald's will do well, but caterpillar's having trouble in china because the economy there is faltering. you see companies like general electric bringing back manufacturing to the u.s. because they know there is a problem there. chinese companies are manufacturing, i mean, are investing around the world because they don't have the opportunities at home. that should be a real signal to us. cheryl: but, gordon, do you think -- >> cheryl -- cheryl: agree or disagree, please. >> i...
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Jan 11, 2013
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joining us for more, eric managing director and founder of caterpillar. good to see you. >> good morning. >> thanks so much indeed for joining us. how key are these elections for the likes of you guys that are investing into the country? >> for foreign investors, i'm not sure the impact of the elections are going to be very big. i think with clouse leaving office, being a euro skeptic, the new contenders out there being more eu friendly and looking to integration into the eu it's going be a better impact overall. perhaps it has more impact on the local investors, people that are born in those markets. but in terms of the business community, i think it's more the eu integration and cooperation that will be important. >> yes. let's look at the runners up. the third place guy who is -- i mean, it is an interesting track. how much of a chance has he got of upsetting the front runners? in i think he's going to have a meaningful impact. he has already. i would never underestimate the power of artists within the czech republic. people regard them very highly. he
joining us for more, eric managing director and founder of caterpillar. good to see you. >> good morning. >> thanks so much indeed for joining us. how key are these elections for the likes of you guys that are investing into the country? >> for foreign investors, i'm not sure the impact of the elections are going to be very big. i think with clouse leaving office, being a euro skeptic, the new contenders out there being more eu friendly and looking to integration into the eu...
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Jan 11, 2013
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caterpillar is on fire. they do retail sealing. they sell case equipment. people like them. they're in the heartland, north dakota. tracy: fargo, north dakota. >> there you go. i got to tell you i got whacked on this stock. i was shocked. they had two quarters in a row where they missed. i think they're betting their bearings. the overarching investment thesis is still the same. we know farmers are making a ton of money. ashley: yeah. >> now construction is coming back. in fact they bought a construction operation in arizona. they're beginning to ex-papd their operations. i love the evaluations. trading 10 pe. 60 to 40 peg ratio, one-third sales. the stock looks so, so cheap. it is beginning to come back. i have subscribers around 20 and around 34. i think the stock is in the middle and could break out to around 36. this is where all the money is. i think expectations maybe got high. you do get worry because i never seen a year like, say a company misses two quarters ago that it doesn't miss again. that will be one of the big risk factors. ashley: the industry, that is the p
caterpillar is on fire. they do retail sealing. they sell case equipment. people like them. they're in the heartland, north dakota. tracy: fargo, north dakota. >> there you go. i got to tell you i got whacked on this stock. i was shocked. they had two quarters in a row where they missed. i think they're betting their bearings. the overarching investment thesis is still the same. we know farmers are making a ton of money. ashley: yeah. >> now construction is coming back. in fact they...